For the composites professionals who gathered from every link in the carbon fiber composites supply chain at CompositesWorld’s Carbon Fiber 2010 conference (Dec. 7-9 in San Diego, Calif.) one significant development in the carbon fiber landscape colored much of the discussion at this three-day event. The bold decision in late 2009 by BMW Group and SGL Group to form a joint venture to manufacture carbon fiber for the forthcoming BMW all-electric Megacity Vehicle — and the subsequent ground breaking of a 3,000-ton carbon fiber plant in Moses Lake, Wash., to supply that carbon fiber — had many conference participants wondering if the BMW/SGL model could be applied to other end markets.
This partnership is attractive because of the long, flexible, virtual tether that connects carbon fiber supply to demand, creating a nettlesome catch-22: The large investment and long lead time required to plan and build a carbon fiber manufacturing line makes it nearly impossible for suppliers of carbon fiber to respond quickly to changes in demand. Consumers of carbon fiber, on the other hand, are reluctant to commit to the use of carbon fiber until a steady supply of material can be guaranteed. On top of this, supply and demand can change rapidly if a large consumer of carbon fiber (i.e., Boeing or Airbus) changes its manufacturing plans. This makes it difficult for some potential users of carbon fiber to embrace the material.
Despite this conundrum, a rising-tide-lifts-all-boats ethos permeated this conference. The trick is figuring out when and where that tide will rise. The BMW/SGL joint venture, SGL Automotive Carbon Fibers GmbH, solves this problem. The carbon fiber produced at the SGL Moses Lake facility is intended for use in the Megacity Vehicle and thus guarantees BMW an adequate supply and SGL a committed customer. On its face, this relationship makes sense, but it is bold and not without risk. As was true with the unprecedented leap in carbon fiber use on Boeing’s 787, the SGL/BMW business model is increasingly seen as a paradigm shift.
Thus, attendees listened carefully during the keynote address on the first morning of the conference. Andreas Wüllner, managing director of SGL Automotive Carbon Fibers, briefed the attendees on the company’s relationship with BMW, the supply chain for the Megacity Vehicle and some details about the use of carbon fiber in the vehicle. The Moses Lake carbon fiber facility, he said, is on schedule to open in mid-2011. When it does, polyacrylonitrile precursor will come to it from a Mitsubishi/SGL joint venture in Japan. Finished 50K tow will leave Moses Lake and arrive in Wackersdorf, Germany, where it will be woven into noncrimp fabrics, which will then travel to Landshut, Germany, for stacking, preforming, stamping, resin transfer molding (RTM) and machining.
Wüllner revealed that the RTM’d parts will be used to construct the “life module,” a carbon fiber structural cage that will comprise the passenger compartment on the four-passenger Megacity Vehicle. It will rest on an aluminum structure that houses the batteries and the electric drivetrain for the vehicle. The resin type and details of the RTM process, to date, have not been shared by SGL or BMW, and Wüllner maintained that silence at the conference. When asked if carbon fiber composites would be used elsewhere on the vehicle (specifically, body panels), Wüllner said they would, but he would not specify where. He also said that the vehicle will not use glass fiber composites.
The life module, reported Wüllner, has already undergone crash testing, and it performed very well. The carbon fiber structure reduces the vehicle’s weight by 30 percent compared to aluminum. As a result, the car’s travel range per charge will be more than 110 miles/177 km.
Many questions from the audience focused on the planned production volume and the price for the car. Wüllner avoided specifics but said, “What we are setting up here is series application. It’s not going to be a niche car.” He then referenced the BMW Mini, which, he noted, is produced in volumes of about 200,000 units per year. As to price, Wüllner was similarly vague, but he noted that it will be like the BMW 1 Series in size and “not a cheap car,” but not unaffordable. Some press reports have pegged the price at $35,000, although it could easily be higher.
Cycle times falling
The automotive theme was established on the first day during the preconference seminar. The morning was devoted to a series of presentations on carbon fiber in automotive applications, with the most revelatory given by Jim Staargaard, the new president of Plasan Carbon Composites (Bennington, Vt.). Staargaard updated attendees on Plasan’s efforts to develop a sub-20-minute cure cycle for production of Class A composite auto parts. Plasan, he said, has established a 34-minute production line with a 17-minute cure process that involves optimization and automation of pre- and postmolding operations using out-of-autoclave carbon fiber prepreg (see our feature this issue on OOA prepregs and processing systems under "Editor's Picks," at right).
Key technologies in this chain, noted Staargaard, are preforming of the prepregs and synchronized heated tooling in a compression molding press supplied by Globe Machine Manufacturing Co. (Tacoma, Wash.). The tool, manufactured by Weber Manufacturing Technologies Inc. (Midland, Ontario, Canada), has a nickel-shell construction with copper heat-transfer lines. Plasan sees the 17-minute cure as a promising start, but Staargaard contended that more time could be saved with automated fiber placement, faster cure in the press, waterjet cutting and the elimination of manual sanding. He predicted that by 2014 there will be a cure cycle of 13 minutes and a part-to-part cycle time of 27.75 minutes. With four tools running such a cycle, Plasan estimates it could produce more than 41,000 parts annually.
The industrial revolution
The aerospace community has dominated the consumption of carbon fiber, thus far, but that is changing, said Dan Pichler, director of carbon fiber at AKSA Akrilik Kimya Sanayii A.S. (Istanbul, Turkey). AKSA is the world’s largest manufacturer of acrylic. Six months ago, it started up a 1,500-metric-ton (3.3-million-lb) line that produces standard-modulus 3K to 24K carbon-fiber tow primarily for industrial uses and also has announced a second line (see the news item titled "SABIC to pursue carbon fiber manufacturing, AKSA to add second line," under "Editor's Picks").
Pichler noted that 10 years ago the value of carbon fiber in aerospace applications represented about two-thirds of all carbon fiber value in the composites market. Today, that number has dropped to less than half, with industrial sitting right at 50 percent. By 2020, the industrial sector (much of it devoted to wind blades) could consume much more than half of the value of the carbon fiber market and close to 75 percent of shipments.
Pichler also pointedly answered the age-old question regarding the feasibility of $5/lb (USD) carbon fiber with a definitive “no,” noting that carbon fiber’s dependence on oil (and the price of oil) means that carbon fiber prices are destined to increase. Further, he said that carbon fiber makers are profitable only if the they can sell carbon fiber for more than $10/lb.
Always a big attraction at the Carbon Fiber conference is the global outlook for carbon fiber supply and demand, presented by Chris Red, editor and VP of market research at Composite Market Reports (Gilbert, Ariz.), and Tony Roberts, principal at AJR Consultant LLC (Lake Elsinore, Calif.).
Red and Roberts reported that 2010 PAN-based, small-tow (24K and less), nameplate carbon fiber capacity was 55,950 metric tonnes (123.35 million lb). The pair predicted that the per annum number will rise to 68,150 metric tonnes (150.25 million lb) by 2014.
In the PAN-based large-tow realm, the 2010 nameplate capacity was 24,050 metric tonnes (53.02 million lb). Red and Roberts predict that number will rise to 43,700 metric tonnes (96.34 million lb) by 2014.
On the annual demand side, they reported that aerospace applications used 6,390 metric tonnes (14.09 million lb) in 2010, and they expect that figure to increase to 11,550 metric tonnes (25.46 million lb) by 2014. Consumer and recreation demand totaled 7,000 metric tonnes (15.43 million lb) in 2010 and should reach 8,840 metric tonnes (19.49 million lb) by 2014. Energy and industry demand came in at 25,850 metric tonnes (56.99 million lb) in 2010 and will more than double to 58,870 metric tonnes (129.79 million lb) by 2014.
Look for HPC’s thorough report on the Carbon Fiber 2010 conference, including a complete outlook for carbon fiber supply and demand, in the March 2011 issue.